Omar Osman

During my 20+ years as an IFA, I have gained a vast array of advanced professional qualifications in taxation, trusts, pensions, investments and financial planning ethics. I am a Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society, reinforcing my belief and commitment to achieve and maintain the highest and most prestigious level of academic and professional standards that my clients expect and deserve.

I am able to help clients with all aspects of their financial planning requirements, from planning for their retirement, helping with school fees planning, inheritance tax planning, personal and corporate tax mitigation, personal and business protection requirements, as well as many other areas of holistic financial planning. I specialise in Lifestyle Planning, Retirement Strategies, Bespoke Investment Planning, Mortgages, Personal and Corporate Protection & Risk Management, Corporate Financial Planning and Tax Mitigation (including Inheritance Tax Planning).

I believe that the requirement for a reliable, competent and trustworthy financial planner has never been more important due to constant changes in legislation, recent economic volatility and reducing numbers of professionals working in the financial services industry as advisers.